Good morning 👋
And happy Friday - what a week.
The Thiel Fellowship is one of the most prestigious awards a young person can receive. We’re not big believers in credentialism, but we have an exception for Thiel fellows.
Here’s are the latest crop of Thiel fellows and what they’re building …
TOP
2025 Thiel Fellows
Ferdinand Dabitz: Berlin, Germany (@FerdiDabitz)
Ivy is building the world trade bank — a global instant payments platform.
Jackson Denka: Los Angeles, CA (@jacksondenka)
Azura is a trading platform that utilizes on-chain rails to enable price discovery for everything from crypto and equities to beliefs and memes.
Juan Ebrath: Bogota, Colombia (@RealJPGE)
Phase is a research lab on a mission to unlock whole-body regeneration and make living matter programmable — from healing hearts to regrowing limbs.
Colton El-Habr: Philadelphia, PA
Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind.
Elias Fizesan: Luxembourg (@Eliasfiz)
Canopy Labs is building the foundation models to power digital humans that are indistinguishable from real ones.
Fabian Gruber: Erlangen, Germany
Manex AI is developing an AI-powered solution to automate manufacturing processes for dark factories.
Carlo Kobe: Hamburg, Germany (@CarloWKobe)
Fizz is developing an AI financial advisor for the pocket of every young adult.
Jennifer Lin: Miami, FL (@Jlindig0)
Jennifer’s startup is giving patients with rare diseases accelerated access to new cures with clear indications of efficacy.
Koki Mashita: Tokyo, Japan (@koki_mashita)
Aeolus is building the planetary defense system for extreme weather.
Soren Monroe-Anderson: Anchorage, AK (@soren_ma)
Neros is a defense technology company building drones critical to a modern arsenal at massive scale.
Steven Pang: Hong Kong (@thewildstevenp)
Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind.
Hooman Reza Nezhad: Waterloo, Canada (@hoomanrenezhad)
Solcoa Industries is producing the first zero-carbon, American-made rare earth metals at scale.
Aidan Smith: Mountain View, CA (@aidanmantine)
Innerphases is developing human-native communication devices that change the way we work and think.
Teddy Warner: Charlotte, NC (@WarnerTeddy)
Intempus is equipping robots with emotional intelligence, making them more predictable and easier to understand.
Sigil Wen: Toronto, Canada (@0xSigil)
Extraordinary brings the world’s top talent to America’s technology companies.
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Where else can you get all of this without hiring at least a part-time person?
Investment memos on companies backed by Sequoia, Accel, Founders Fund, and others ✅
Market maps on up-and-coming verticals (with company data) ✅
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$50k+ in software discounts (from vendors like beehiiv, Airtable, Loom, Harmonic, and others) ✅
If all of that sounds interesting, see why others are upgrading their experience by checking out our different plans below …
TWEET
LINKS
💯 The Seed 100: The best early-stage investors of 2025
🥵 Marc Andreessen Explains Why Venture Capital is an “extreme feast or famine business”: Andreessen delivers the stats
🧩 How AI-Generated Search is Changing SEO in 2025—and What You Can Do About It: The VC Corner walks through how to build content that understands intent, delivers substance and earns trust—both from human readers and AI systems
🍀 How to be more lucky: Marketing Ideas shares how luck is a skill you can develop by understanding the environment/rules and then taking action to position yourself
𝍔 Your Life is Driven by Network Effects: NfX outlines how network effects impact nearly every aspect of our lives and how that perspective helps to make the 7 most important decisions of your life
🫶🏼 The Case for Small Funds: Lots of data that show staying small is the best option for most
ICYMI
shots on goal > concentration: Math on why picking shouldn't be your moat, six types of seed investors, a 10-year look at Series B trends, and some bad data for tall founders
missing the point on secondary narratives: Getting in vs. getting out of positions, pre or post-fall and the idea of hitting bottom, plus Redpoint and Work-Bench raise massive new funds
the case for small funds: Why LPs are more aligned with small funds, how traditional buying journeys are being disrupted with AI, the state of venture today
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We don’t think that trend is changing anytime soon.
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We can help
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Here’s more on some of the packages we offer to companies …
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Quarterly Partnership (12 primary placements + 1 dedicated email send) | More primary placements, custom content (advertorials, etc) to create higher conversions, one dedicated email to targeted members of our audience, custom reporting | |
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Here’s our full suite of sponsorship packages with more audience data and a list of previous sponsors …
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- Clay
(Founder @ Confluence.VC | GP @ Outlaw)
